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 US stock discussion v4, Bulls-Bears HUAT AH!! Pigs get slaughter

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yok70
post Oct 21 2013, 09:59 PM

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QUOTE(danmooncake @ Oct 21 2013, 09:45 PM)
Darn.. everything so toppy this week. Perhaps the way to make some money this week is to the downside.  hmm.gif
*
Apple bull continues before tomorrow's party (dunno up or down).... biggrin.gif
yok70
post Oct 23 2013, 12:22 AM

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QUOTE(danmooncake @ Oct 23 2013, 12:08 AM)
Take a look at NFLX....  brows.gif
*
PE 423x..... laugh.gif
Should have bought it 5 years ago, when everyone talked about network TV and the death of video rental shops. nod.gif
yok70
post Oct 23 2013, 02:59 AM

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ok. Apple's new products, suits market expectations. Nothing break through, and nothing disappointing except for the high price tag. However, some people may prefer the high price tag or they won't be interested in buying Apple products anymore. Stock flat, fair enough. Time to accumulate more shares on dips (still waiting for my 450. tongue.gif )

This post has been edited by yok70: Oct 23 2013, 03:00 AM
yok70
post Oct 23 2013, 05:16 PM

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QUOTE(danmooncake @ Oct 23 2013, 11:54 AM)
Hey yok,

Overnight, I was watching their launch.. of their supposingly new iPads. No wonder investors are disappointed.  There was no wow factor at all.
So, it's thinner and has a faster processor. That's it.  I guess another way for them squeeze more money from apple collectors.
Anyway, I'm not one of them but I love to trade their stock and I think we got a opportunity here soon.

The stock sold off into 508 and bounced back up to 520 and ease into close.
So, basically I think it may not be able break higher into earnings (in about a week time).
And if it does, it may get sold off again into the news.

I think we'll see AAPL may trickle down below $500 shortly and if earnings are bad enough, then we'll see a drop to $450-$465 area,
that would be a good buying opportunity again.  laugh.gif
*
Agreed. And hopefully can get my 450. brows.gif

As for the new sales, I think buying should comes in although there isn't any surprise at all, just meet-market-expectation only.
Reasons:
1. In gadget world, faster = buy new! We have been saying this trend in PC world for 2 decades if not more. Since softwares (now we should called them apps tongue.gif ) always get more and more complicated (and fancy), so chip's performance becomes essential, especially now we are talking about 4K, no longer 2K resolution. The high-res display power itself already required much powerful chips. The secondary concern is power source aka battery life. New products, more battery life. This is also an essential reason for upgrade.
2. Emerging middle class/population in developing countries. I'm seeing nowadays, middle class can afford Apple products. Not like 10 years ago, only rich people or hardcore nerd buy Apple products (in developing countries). So the market is expanding fast. Samsung, Google, LG....and of course, Apple, all will benefit from it. They are not upgrading, these people are buying their 1st ipad because their income has increased!
3. iphone 5C is not cheap, that's a good strategic move, I think. So Apple maintain its reputation as a high-end icon in a high-ego world today, especially for China people, one of the largest middle class engine.

Just some thoughts. cool.gif

This post has been edited by yok70: Oct 23 2013, 05:17 PM
yok70
post Oct 24 2013, 03:20 AM

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QUOTE(danmooncake @ Oct 24 2013, 02:12 AM)
AAPL still pretty strong tonight.. lots of buyers. So, I'm going to wait the sideline.  cool2.gif

TSLA getting finally getting pummeled. It's going to get real ugly if it can't get back above 170.  nod.gif
*
coming back to 100 then. tongue.gif
yok70
post Oct 26 2013, 02:48 AM

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what a stubborn bull this one has been. laugh.gif
yok70
post Oct 27 2013, 02:33 AM

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QUOTE(foofoosasa @ Oct 26 2013, 08:09 AM)
AS you wish yok, seems like your apple still have long way to go to reach your TP.
*
oh i give it 2 years to reach there. no rush. man man lai. biggrin.gif
yok70
post Oct 27 2013, 02:35 AM

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QUOTE(danmooncake @ Oct 26 2013, 08:28 AM)
It's my wish too.

The bulls are betting heavy on the calls side for next week. 10% up from here to 580 if earnings are good,
Bears are betting 10% down to 470 if earnings bad. But, we got more bulls than bears in the calls:puts ratio.  sad.gif
*
thanks for the info.
then buy on dips seems to be a good strategy in short term. tongue.gif
yok70
post Oct 29 2013, 03:02 AM

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this bull really cannot tired one!
can reach 1800? drool.gif
yok70
post Oct 29 2013, 03:39 PM

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QUOTE(danmooncake @ Oct 29 2013, 10:09 AM)
Ok, here's AAPL scoresheet for July-Sept quarter.

Pluses:
Revenue: 37.5 bln vs 36.8 bln estimates
EPS: 8.26 vs. 7.94

Minus:
Margin: 37%.. drop from 40%

Cash on balance sheet: 146.8 bln (whoa!)

Verdict: I will BUY this freaking AAPL if it dips tonight...  thumbup.gif
*
consider overall positive for me too! rclxms.gif
margin decrease may concern some, but i don't really care that much of it as the major concern is still on earnings. Besides, 37% is still huge! hmm.gif
market not happy with its result. looks like got chance to buy on the dips in coming days.....my $450 coming... brows.gif

This post has been edited by yok70: Oct 29 2013, 06:12 PM
yok70
post Oct 29 2013, 10:36 PM

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QUOTE(danmooncake @ Oct 29 2013, 09:30 PM)
I don't think market will give me a chance buy AAPL. I was hoping for quick dive below $500.
Overnight, after market, it did briefly dive to 503 but can't trade options.  sad.gif
Might want to sell some OTM puts instead.
*
what a disappointment. just flat now. doh.gif
yok70
post Oct 30 2013, 12:36 AM

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aiya! ibm move up already....missed chance! doh.gif
yok70
post Oct 30 2013, 05:35 PM

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QUOTE(danmooncake @ Oct 30 2013, 08:06 AM)
I think u still got chance.. 184-186 resistance area could force it to bounce back down.
*
great! i wish to see 160-165. brows.gif

and apple also may see continue decline... drool.gif
yok70
post Oct 30 2013, 09:25 PM

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QUOTE(danmooncake @ Oct 30 2013, 09:02 PM)
I'm watching FB! At a nice pull back level.
I'm getting ready to pull the trigger again.  biggrin.gif
*
just read that Google+ active users increase to 3b from 1.9b.
is it a threat to FB? biggrin.gif
yok70
post Oct 30 2013, 10:10 PM

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QUOTE(danmooncake @ Oct 30 2013, 10:01 PM)

AAPL looking good here... 515 holding support (I'm short that PUTs) and moving back up.

If AAPL can close above 515, I keep my premium.
If AAPL closes below 515, I own that stock by Friday.
Got another PUT at 505 but very little premium left.  smile.gif
*
why leh? no come down! doh.gif
if cannot break your 505 by this week, i think bull ruling could be confirm?.... hmm.gif
yok70
post Oct 30 2013, 11:45 PM

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looks like today market may "sell the news"? in red now.....still too mild for bears though. laugh.gif
yok70
post Nov 1 2013, 01:43 AM

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wah....FB really huat huat....congrats! thumbup.gif
yok70
post Nov 1 2013, 05:16 AM

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QUOTE(danmooncake @ Nov 1 2013, 04:26 AM)
Hee haw... in addition to dinner, going to get my big screen tv this weekend!  rclxm9.gif
*
wa lao!! earn so much meh!!
congrats!! rclxms.gif party.gif cheers.gif rclxs0.gif rclxm9.gif
yok70
post Nov 1 2013, 07:42 PM

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QUOTE(foofoosasa @ Nov 1 2013, 05:20 AM)
you also earn a lot for sure  rclxms.gif  brows.gif
seems like it is harder to find bargain compared to few months ago in US market.... hmm.gif
*
i didn't earn from FB since i didn't buy, just on my watch list.
US market all time high, of course hard to find bargain loh. laugh.gif
....ibm seems like a bargain to me though....but wish to see lower....maybe 160. brows.gif

This post has been edited by yok70: Nov 1 2013, 07:43 PM
yok70
post Nov 1 2013, 09:54 PM

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QUOTE(danmooncake @ Nov 1 2013, 09:19 PM)
Today iPAD Air launches.. long lines at store.  It's going to be a good till end-of-year sales for AAPL.
*
can imagine.
what else do you ask for on an ipad? light and fast, that's all, and it has it all. tongue.gif

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